What we deliver.
Capabilities, organized by business outcome.
Every CDP engagement is shaped by your assessment findings — we don’t sell services à la carte. The capabilities below describe what we deliver as part of structured engagements that move your business toward operational excellence. All services are scoped through our assessment process.
SECURE
Protect the business.The non-negotiable foundation. Identity, devices, security controls, and data protection — the work that keeps your business operating safely and resiliently.
Foundation services
- Microsoft 365 licensing through CDP — CSP partner relationships with Pax8 and Ingram
- Identity & access management — Microsoft Entra ID, MFA, conditional access, admin separation
- Endpoint security & device management — Microsoft Intune, Defender for Business
- Email security & threat protection — anti-phishing, Safe Links, Safe Attachments, DMARC/DKIM/SPF
- Backup & data protection — independent third-party Microsoft 365 backup with restore testing
- Help desk & remote support — named contacts, per-posture SLA, M–F coverage standard
- Quarterly governance review — security posture review, exception documentation, security score tracking
Specialized security services
- Security awareness training & phishing simulation — monthly campaigns, measurable risk reduction
- Cyber insurance readiness — formal posture document mapped to common insurer requirements
- HIPAA risk analysis — formal Security Rule risk analysis for covered entities
- Dark web monitoring — continuous credential exposure monitoring with remediation alerts
- Compliance reporting — monthly or quarterly formal reports for board, insurer, or regulator
Hardware & device services
- Device procurement & sourcing — laptops and peripherals through preferred vendor relationships
- Device configuration & deployment — Intune/Autopilot standard, remote or white-glove on-site
- Device lifecycle management — refresh scheduling, warranty tracking, asset reporting
- Secure device decommissioning — certified data destruction with disposal certificate
OPTIMIZE
Run the business better.Better operations. Streamlined processes, automation, and the technology infrastructure that lets your team focus on the work that moves the business forward.
- Microsoft 365 productivity buildout — Teams architecture, SharePoint and OneDrive governance, Microsoft 365 Groups lifecycle
- Workflow automation — Power Automate flows, Power Apps, Microsoft Forms workflows, SharePoint approvals
- CRM implementation — tools like Microsoft Dynamics 365, HubSpot, and Salesforce: configuration, data migration, M365 integration, user training
- SaaS rationalization & vendor management — audit and consolidate the SaaS portfolio, identify unused or redundant licenses
- Microsoft 365 license optimization — periodic review to rightsize the license mix and identify unused seats
- New employee IT onboarding — structured per-hire program: device, M365, app access, security training enrollment
- vCIO and technology business reviews — quarterly or monthly strategic IT review covering budget, roadmap, and vendor management
- Operational documentation & runbooks — IT environment runbooks, onboarding/offboarding procedures, incident response, change logs
- IT budget planning & forecasting — annual three-year hardware refresh model and managed service cost projection
GROW
Scale with confidence.Revenue infrastructure and growth-enabling technology. The systems that turn business ambition into measurable, scalable results.
- Microsoft 365 Copilot readiness & deployment — licensing activation, data governance prerequisites, user training and adoption
- AI and Copilot adoption coaching — use-case identification, prompt engineering workshops, workflow redesign
- Growth systems & RevOps — pipeline visibility, sales process automation, marketing automation integration, customer lifecycle workflows
- Power BI dashboards & reporting — solution development, KPI frameworks, data model design
- Technology strategy & three-year roadmap — senior advisory on tech roadmap, platform and vendor evaluation, digital transformation planning
Beyond the catalog.
With 35 years of enterprise experience and a deep network of senior practitioners, CDP delivers extended advisory beyond the core catalog. Areas like data governance and Microsoft Purview, agile transformation, operational capability modeling, advanced analytics with Microsoft Fabric, and technology architecture are accessed through assessment-driven engagements when client needs surface them. CDP’s network spans virtually every IT discipline a business may need — engaged on demand, scoped to the work.
Start with clarity.
Start your free operational assessment with a 10-minute business brief. We’ll follow up within one business day to complete your free assessment deep dive.
Start Free Assessment →10-MINUTE BRIEF · ONE-BUSINESS-DAY FOLLOW-UP · NO OBLIGATION